KBA β€” KRANESHARS BR MS CH 50

Ownership history in ORG Wealth Partners, LLC  Β·  6 quarters on record

AI Ownership Summary

ORG Wealth Partners, LLC reported KRANESHARS BR MS CH 50 (KBA) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows KBA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KBA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ORG Wealth Partners, LLC's position in KRANESHARS BR MS CH 50, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

KBA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ORG Wealth Partners, LLC held KBA β€” position size vs. price
% of Fund (quarterly)    KBA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 535 -145 -21.3% 0.00% $17K 2026-02-14 (Est.) $30.43
2025 Q3 REDUCED 680 -102 -13.0% 0.00% $20K 2025-10-24 $30.14
2025 Q2 REDUCED 782 -68 -8.0% 0.00% $19K 2025-07-16 $24.33
2025 Q1 REDUCED 850 -429 -33.5% 0.01% $20K 2025-04-21 $22.58
2024 Q4 REDUCED 1,279 -848 -39.9% 0.01% $30K 2025-01-10 $21.81
2024 Q3 INITIATED 2,127 β€” β€” 0.02% $55K 2024-10-11 $25.07

FAQ About ORG Wealth Partners, LLC and KBA

These are the practical questions this page is built to answer before you even open the full history table.

How long has ORG Wealth Partners, LLC reported owning KBA?

ORG Wealth Partners, LLC reported KBA across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported KBA position in ORG Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for KBA was 0.02% in 2024 Q3.

What is the latest reported KBA position on this page?

The most recent filing on this page is 2025 Q4, when ORG Wealth Partners, LLC reported 535 shares, equal to 0.00% of portfolio, with an estimated market value of $17K.

What does the chart on this KBA ownership page compare?

The chart compares ORG Wealth Partners, LLC's quarterly KBA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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